Honor Someone Special With a Gift in Their Name

If you have a loved one who has been impacted by Cal Poly, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.

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An Example of How It Works

John and his mother smiling When John's mother passed away, he knew he wanted to do something that would establish a lasting legacy for her. He remembered that during her lifetime she was always praising Cal Poly for its tireless efforts to better the community.

John decided to make a gift to Cal Poly in his mother's name using appreciated securities. Not only will his mother's legacy live on at Cal Poly thanks to the gift, but John also qualified for a federal income tax charitable deduction and eliminated capital gains tax on the securities.

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Next Steps

  1. Contact Cal Poly's Office of Gift Planning at 805-756-7125 or plannedgiving@calpoly.edu for additional information on creating a memorial gift at Cal Poly.
  2. Seek the advice of your financial or legal advisor.
  3. If you make a memorial gift to Cal Poly through your estate, please use our legal name and federal tax ID.

Legal name: California Polytechnic State University Foundation
Address: Heron Hall, Building 117, San Luis Obispo, CA 93407-0444
Federal tax ID number: 20-4927897

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Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit